I am writing to thank Covenant Wealth Advisors, specifically Rob Radloff, for the recent help with putting our financial and estate affairs in order.
As parents of young children we were concerned with the financial and estate planning for our family. After having worked with Rob we now have the peace of mind knowing our tax liabilities, estate and financial concerns have all been addressed.
Throughout the process we were impressed with Rob’s ability to incorporate our business, investment and estate planning into a larger overall plan that allows us the flexibility to adapt and change as we move forward.
We would highly recommend Covenant Wealth Advisors and Rob Radloff.
John and Stephanie LeComte
West Vancouver, BC